STEP 1

Start with a free chat


STEP 2

Chemistry check… make sure it’s right for you

STEP 3

Get your personalised money plan

One call for all things money

Talk to a real person

Ditch the robots – get personalised help from a human

Judgement-free zone

Ask us absolutely anything

See your future

Explore different scenarios and trade-offs

Step-by-step plan

Get your own step-by-step action plan

Get to know your coach…

As a qualified coach, my passion is helping people to figure out their personal financial goals and empowering them to go out and achieve them. I grew up understanding the impact of financial choices as my Dad worked for the Ipswich Building Society his entire career. I am a Suffolk girl born and bred!

Having spent most of my own career at a FTSE100 Bank in the city (finance definitely runs in the genes), I built upon this, developing a deeper understanding of financial planning, achieving goals and budgeting. What really lights me up though is sharing knowledge and helping people to see that a few small financial changes can have a huge impact.

Through being your financial coach, I can help you get on top of your financial situation and work towards achieving any financial goal that you might have. This could be saving for a house, funding children through university or working towards your best life in retirement, getting a
grip of budgeting and spending or just having more confidence when it comes to money and financial matters. I support my clients through coaching around these goals and taking small, actionable steps towards achieving their life long dreams. This is really important to me.

Money conversations shouldn’t feel hard and I love helping my clients cut through all the noise surrounding this. Why not book in for a free discovery call where we can go through some of this stuff over a cup of tea to get you some peace of mind?

What clients say

“Informative, knowledgeable, friendly and supportive. I feel really excited for start taking action towards my financial goals.”
“Excellent and friendly advice. It’s motivated us to carry out important planning that we should have done years ago, and great ideas for how to plan for the future too.”
“After just 2 calls I feel so much better about my finances and making short and long term plans – such peace of mind.”
“Great service! Have recommended to other members of the team. Has been pushing me to do things I had set a side for a while. I’m thankful.”
“Very approachable and down to earth, great sessions that are very specific to my needs.”

What it costs

STARTER SESSION

Free

First things first. Meet for a chat, discuss your goals and money questions and see how Octopus Money can help.

PLAN YOUR GOALS

£299

Get personalised help to build a long-term forecast and action plan for all your life goals, from now until retirement.


Octopus Money is a trading name of TW11 Wealth Management Limited. Registered in England and Wales (No. 10339119). Authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 763630.